Bank Julius Baer & Co’s Halliburton HAL Stock Holding History

Bank Julius Baer & Co’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$547K	Sell	16,110 -22,429	-58%	-$876K	﹤0.01%	439
2026 Q1	$1.51M	Buy	+38,539	New	+$1.33M	﹤0.01%	346
2025 Q1	–	Sell	-221	Closed	-$6.65K	–	640
2024 Q4	$6.65K	Buy	+221	New	+$6.46K	﹤0.01%	610
2024 Q3	–	Sell	-391	Closed	-$14.7K	–	525
2024 Q2	$14.7K	Buy	+391	New	+$14.4K	﹤0.01%	476
2023 Q2	–	Sell	-4,908	Closed	-$155K	–	579
2023 Q1	$155K	Sell	4,908 -31	-0.6%	-$1.15K	﹤0.01%	458
2022 Q4	$194K	Buy	4,939 +14	+0.3%	+$496	﹤0.01%	426
2022 Q3	$121K	Sell	4,925 -206	-4%	-$5.89K	﹤0.01%	444
2022 Q2	$161K	Buy	5,131 +45	+0.9%	+$1.68K	﹤0.01%	433
2022 Q1	$193K	Buy	+5,086	New	+$165K	﹤0.01%	417
2021 Q2	–	Sell	-35,230	Closed	-$756K	–	847
2021 Q1	$756K	Buy	+35,230	New	+$737K	0.01%	377
2020 Q4	–	Sell	-3,500	Closed	-$42K	–	822
2020 Q3	$42K	Sell	3,500 -1,171	-25%	-$17K	﹤0.01%	615
2020 Q2	$61K	Sell	4,671 -105,698	-96%	-$1.14M	﹤0.01%	555
2020 Q1	$756K	Buy	+110,369	New	+$1.92M	0.02%	262

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank Julius Baer & Co's HAL Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Halliburton (HAL) stake by 58% in Q2 2026, selling an estimated $876K and leaving 16,110 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Bank Julius Baer & Co first reported a position in HAL in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.51M in Q1 2026. 1,204 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Bank Julius Baer & Co held 16,110 shares of Halliburton worth $547K as of Q2 2026.
Bank Julius Baer & Co sold 22,429 Halliburton shares in Q2 2026, an estimated $876K.
Halliburton made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #439 holding.
Bank Julius Baer & Co first reported a position in Halliburton in Q1 2020 and has held it in 13 quarters since.
Bank Julius Baer & Co's Halliburton position peaked at $1.51M in Q1 2026.
1,204 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.